See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $13,885 | $115,770-88.0% | $101,248-86.3% | $158,922-91.3% |
| Participation rate | 87.0% | 79.4%+7.6pp | 75.8%+11.1pp | 82.0%+5.0pp |
| Annual return | 5.53% | 56.14%-50.6pp | 46.47%-40.9pp | 302.83%-297.3pp |
| Employer contribution / active EE | $6,265 | $4,175+50.1% | $3,660+71.2% | $4,761+31.6% |
| Participant deferral / active EE | $3,437 | $4,957-30.7% | $4,370-21.4% | $5,982-42.6% |
| Admin fee / account holder | $523 | $7,245-92.8% | $5,945-91.2% | $11,246-95.3% |